Mason Hawkins is the CEO and founder of Southeastern Asset Management Inc. which owns a suite of mutual funds and UCITS funds under the Longleaf Partners Funds umbrella.
Keep Reading →
December 6 - Hedge Funds, News - Comments
Imagine a company -- let's call it A -- that significantly depends on company B for revenue, has zero presence outside the U.S. and Europe and has never paid dividends.
Keep Reading →
September 10 - News - Comments
Titan Machinery Inc. (NASDAQ:TITN) will release its quarterly report on Thursday, and the operator of stores selling construction and agricultural equipment has seen revenue...
Keep Reading →
September 4 - News - Comments
We focus today on Industrials, in particular on Heavy Machinery and Vehicles, with two articles: this one on Caterpillar, Inc.
Keep Reading →
September 3 - News - Comments
Deere & Company (NYSE:DE) discussed its F3 Q2013 earnings recently; the company also announced a quarterly dividend of $.51 a share yesterday.
Keep Reading →
September 3 - Earnings Report, News - Comments
At the moment, there are a multitude of gauges market participants can use to analyze publicly traded companies.
Keep Reading →
September 3 - News - Comments
If you were to ask many market players, hedge funds are assumed to be useless, outdated investment tools of a forgotten age.
Keep Reading →
August 30 - News - Comments
Because companies sometimes fail to deliver despite tall claims and promises, I usually take management statements with a pinch of salt.
Keep Reading →
August 28 - News - Comments
If you were to ask many of your peers, hedge funds are seen as overrated, outdated financial vehicles of an era lost to time.
Keep Reading →
August 26 - News - Comments
In the financial world, there are dozens of gauges market participants can use to track publicly traded companies. Two of the best are hedge fund and insider trading movement.
Keep Reading →
August 26 - News - Comments
In today’s marketplace, there are a multitude of metrics shareholders can use to monitor publicly traded companies.
Keep Reading →
August 24 - News - Comments
Now, according to many traders, hedge funds are assumed to be overrated, outdated investment tools of a forgotten age.
Keep Reading →
August 22 - News - Comments
In the 14 years between its creation in 1990 and 2004, AGCO Corporation (NYSE:AGCO) set out on a mission to become one of the largest agriculture equipment suppliers in the world...
Keep Reading →
August 22 - News - Comments
Weak investment sentiment in the industry has affected the demand for construction equipment.
Keep Reading →
August 5 - News - Comments
Since a very early age, combines and tractors surrounded my life. My dad is a farming contractor; grandpa was too.
Keep Reading →
July 26 - News - Comments
Deere & Company (NYSE:DE)'s brand name has permeated the agricultural equipment industry for 175 years, and its strong dealer network supports its high-quality products.
Keep Reading →
July 3 - News - Comments
A country's economic activity is the prime driver of its machinery industry's demand.
Keep Reading →
July 2 - News - Comments
The doldrums seem to be over for agriculture machinery and infrastructure equipment as indicated by the May 15 surge of Alamo Group, Inc.
Keep Reading →
June 27 - News - Comments
Farming and construction machines are critical to keeping society functioning, and that's a powerful moat.
Keep Reading →
June 26 - News - Comments
Like many individual investors out there, my first lesson into stock investing focused on the key metrics.
Keep Reading →
June 20 - News - Comments
When it comes to agricultural equipment, it's hard to find a better-known name than Deere & Company (NYSE:DE).
Keep Reading →
June 11 - News - Comments
CNH Global NV (ADR) (NYSE:CNH) was in 23 hedge funds' portfolio at the end of the first quarter of 2013.
Keep Reading →
June 6 - News - Comments
Is AGCO Corporation (NYSE:AGCO) an attractive investment right now? The best stock pickers are getting more optimistic.
Keep Reading →
June 3 - News - Comments
The agriculture industry has been receiving some negative sentiment after Deere & Company (NYSE:DE)’s earnings release, as the giant agriculture machinery producer warned ...
Keep Reading →
May 28 - News - Comments
If you'd ask most investors, hedge funds are perceived as worthless, outdated investment tools of the past.
Keep Reading →
May 28 - News - Comments
Record quarterly numbers that easily trampled Street estimates should have ideally charged up the bulls.
Keep Reading →
May 22 - News - Comments
In an SEC filing last week, the multi-billion dollar investment manager Southeastern Asset Management now owns some 12.2% of CNH Global NV (NYSE:CNH) .
Keep Reading →
May 21 - News - Comments
Mason Hawkins, the talented mind behind Southeastern Asset Management, has nearly $23 billion in total assets under management.
Keep Reading →
May 17 - News - Comments
During the fourth quarter of 2012, Southeastern Management, a large mutual fund managed by billionaire Mason Hawkins, initiated a position of 1.5 million shares in CNH Global ...
Keep Reading →
May 13 - Hedge Funds - Comments
As the economies around the world are stabilizing, every industry needs equipment to keep up with the pace.
Keep Reading →
April 30 - News - Comments
Last year’s drought brought upon a massive destruction of crop yield, which sent crop prices to 6 year highs.
Keep Reading →
April 19 - News - Comments
Last year’s drought brought upon a massive destruction of crop yield, which sent crop prices to 6 year highs.
Keep Reading →
April 19 - News - Comments
Is CNH Global NV (ADR) (NYSE:CNH) a healthy stock for your portfolio? Investors who are in the know are becoming less confident.
Keep Reading →
April 4 - News - Comments
Mason Hawkins founded Tennessee-based Southeastern Asset Management in 1975.
Keep Reading →
March 19 - Hedge Funds - Comments
Deere & Company (NYSE:DE) reported first quarter earnings on Feb. 13 and they widely beat analyst expectations.
Keep Reading →
March 18 - News - Comments
Even after reducing its excess inventory by $2 billion in the fourth quarter of 2012, Caterpillar Inc. (NYSE:CAT) still faces a tougher road ahead.
Keep Reading →
March 1 - News - Comments
Even during weak macroeconomic conditions, India and China managed to grow to 6%. But both these countries derive a significant share of GDP from their exports.
Keep Reading →
February 25 - News - Comments
Makers of agricultural and construction equipment have, on the back of global recovery, been able to grow earnings encouragingly over the last few years.
Keep Reading →
February 21 - News - Comments
Recently, Jim Rogers -- billionaire investor, market seer, and adventurer extraordinaire -- was holding forth on one of the business networks about current market conditions.
Keep Reading →
February 14 - News - Comments
Last summer the US economy was suffering from drought and low agriculture production, and the analysts were writing a flurry of reports about how agriculture stocks will be doomed...
Keep Reading →
February 13 - News - Comments
Caterpillar Inc. (NYSE:CAT) has been trying to dominate the huge Chinese construction and mining equipment market.
Keep Reading →
February 11 - News - Comments
The world’s largest farm equipment manufacturer, Deere & Company (NYSE:DE).
Keep Reading →
February 5 - News - Comments
The global economy continues its gradual, if painfully slow, recovery from the financial crisis. In particular, the housing market in the United States looks to be in the beginning...
Keep Reading →
January 23 - News - Comments
